Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Display contents of a Content Note on a Classic Task Email Template using Task WhoId (relatedTo)

I am trying to display the values of the Content Note object's content field that is related to a lead record and I want to display those values on a task email. Thanks. We use AWS Python Lambda ...
Anthony Williams's user avatar
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Latitude and Longitude not saving to record in Flow (other values are saving except for these)

I need geolocation for my person accounts but Salesforce does not support this, So i created a flow as a workaround since Salesforce only support GeoCoding on Accounts, Contacts and Leads Basically ...
sfNewbie's user avatar
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106 views

Declarative solutions vs APEX programming - recommended way to choose the right tool

Salesforce recommends to use firstly declarative solutions over the programmic ones. But if there is something it cannot be done declaratively, then there is need to switch/use the programmic way. But ...
Łukasz Franczyk's user avatar
-1 votes
1 answer
369 views

Unsubscribe link to opt out of email in professional edition

I have a professional edition Salesforce Instance. I was searching for ways to provide an option to contacts and leads to opt out of salesforce emails. I would like to create a link which can be ...
Gayathri Sarma's user avatar
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1 answer
39 views

Process Builder Transition To Flow

I want to investigate one of my processes created via process builder but when i download it as metadata it ends with .flow that means every old processes created via process builder is now kept as ....
B.G's user avatar
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103 views

How to customise Einstein Opportunity Score Top Positive and Negative

I'm new here and I'm Salesforce business developer with less salesforce technical background. Recently, we have turn on Einstein Opportunity Score as per the image attached, i m finding the way to ...
Kate's user avatar
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28 views

How to test, using test data, a Process Builder that fires a Flow which posts to Collaboration Group's Chatter feed?

I am testing a Process Builder process which (1) looks at a new Support_Ticket__C, (2) auto-updates some picklist fields based on what the user entered on creation, then (3) fires a Flow which (4) ...
mattie_g's user avatar
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Process Builder Scheduled Actions got stuck in paused state

I have a Process Builder with Scheduled Action which should run after 6 hours of the Date field. It is triggered when Case is created or edited and the criteria are: Picklist field = 'X' Checkbox is ...
user2452483's user avatar
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413 views

How Approval Processes Actions will be done after the freezing of workflows?

Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality. As a result, users will no longer be able to create new workflows or make changes to ...
Leandro Ferreira Fernandes's user avatar
-1 votes
1 answer
839 views

Workflow Rule Migration to Flow: implement "Time Based Actions" together with "Re-evaluate Workflow Rules after Field Change"

I am currently tasked with migrating all of an Org's Workflow Rule (WFR) and Process Builder (PB) logic to Flow. This was mostly a trivial task, as each WFR entry condition and each "TRUE/FALSE ...
Daniel L's user avatar
2 votes
2 answers
2k views

Are Multiple Update Records Elements for the same record efficient for a Flow?

My basic question is: If I have a flow that updates a Case record based on certain mutually exclusive conditions, is the best practice to have multiple Update Records elements following each other, or ...
Nic's user avatar
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Syncing Salesforce data back to Call Tracking Metrics

I'm currently using the salesforce integration in Call Tracking Metrics and triggers to sync up a leads/notes, etc. But, for various reasons, I need to sync the notes (and possibly a few fields in the ...
Rogelio's user avatar
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Trying To Recreate a Process in a Flow

I have a Process that I am trying to recreate in a Flow. Problem: We have a custom Object called BizDW that sort of mimics Account History. We need records for the BizDW Object created when certain ...
NoviceAdmin80's user avatar
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918 views

Salesforce - Restricting picklist values on profile

Dear Salesforce Gurus, I have been searching for this all over the internet. I haven't found the answer I am looking for a way to restrict some picklist values to be appearing in a profile without ...
shailesh kumar's user avatar
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1 answer
623 views

I want to copy field value from Account object to Opportunity object [closed]

Copy from Account object [Field name: "Region") to Opportunity object (Field name "Business Region") Both "region" field on account and "business region" field ...
Ankita's user avatar
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186 views

Running User for Apex class invocable methods called from Process Builder

I am calling a invocable method from a Process builder, the running user is myself(System Admin), however the invocable method is running under "Automated Process" user? Is this the expected ...
sunil gupta's user avatar
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Building Formula in Process Builder for Case Subject Population

I am trying to achieve the following logic with a formula in process builder. If WRM ID and/or ICMS ID exists then include in Subject If neither exist include the other relevant IDs Regardless of ...
asidrey's user avatar
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Getting Syntax error Missing '=' [closed]

While creating a formula field in Process builder, I am getting syntax error missing "=" BLANKVALUE((IF([nFUSE__Shopping_Report__c].nFUSE__Shopping_Indicator__c = true, 'Bankruptcy Flag','')+...
Santu Singh's user avatar
1 vote
0 answers
150 views

Automatically send an email associated with a case

We use Marketing Cloud to send surveys to contacts about specific products. When a customer completes a survey, a journey creates a case with their comments (Case Description) and survey rating (...
Carroll Cain's user avatar
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1 answer
91 views

Formula for Case Subject in Process Builder

Am looking for assistance in how to construct a formula within process builder to show two IDs in a case subject Current code is; [Case].Migrated_Case_Number__c & IF(NOT(ISBLANK([Case].WRM_ID__c)...
asidrey's user avatar
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How to programmatically disable a Process Builder

I have created an Apex Trigger to update a custom object, but a process that fires upon creating or editing the same object also fires. The result is a limit error. In my Trigger, I would like to ...
Tristan's user avatar
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-1 votes
1 answer
171 views

The formula expression is invalid: Syntax error. Missing ')' in process builder

I am trying to update a text field 'Nationality Code' from process builder using this formula CASE([Account].Nationality__c , 'United Arab Emirates', 'AE', 'Afghanistan', 'AF', 'Albania', 'AL', '...
Athira Venugopal Aphidas's user avatar
-3 votes
1 answer
71 views

Find text between @ and Space in a Message with Process Builder [closed]

I have text that is something like this: sample text @dave more sample text I need to just parse out and find "dave" To clarify, I just have not used LEFT, RIGHT and LEN much so I am ...
Troy's user avatar
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1 vote
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Post to a Chatter Group from a Process not success

I have a approval process. Through that i am updating the approval status to Approved. after the status changed to approved through the approval process I need to post chatter message to one of the ...
Basu's user avatar
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How to prevent Process builder from triggering multiple times instead of one time

I have a process builder in opportunity it will post a chatter message to user's record when the opportunity status is changed. The process builder works,If the Opportunity status is contract accepted,...
Lilly's user avatar
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-1 votes
1 answer
619 views

How to map picklist values of two different object? [closed]

There are two picklist fields contact_status_c and the second one is opportunity_status_c. I want to do mapping in a way such that if field one is 'X' then second one will be 'Y'
Mitali's user avatar
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1 vote
1 answer
747 views

I am implementing a flow with multiple scheduled paths, how do I implement this

The flow has multiple nodes and several scheduled paths, the original process looks like this: and this is how far I have come: I am wondering how to link the paths without affecting actions that ...
Nathan Sodja's user avatar
1 vote
1 answer
142 views

Should I still use a process builder if it's easier to do something with a flow?

When I have to choose between the process builder and flow, should I always choose flow? (because process builders won't be supported) Or should I use a process builder when it's much easier to ...
Fgh999's user avatar
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0 answers
118 views

Process builder scheduled action: does it fire if the criteria is changed but the record still meets the criteria?

This question is similar to Timebased workflow rule, does it fire if the date is changed? but slightly different as this is referring to a process builder scheduled action. In a Process Builder, if I ...
Andy Hitchings's user avatar
1 vote
3 answers
5k views

Salesforce flow with multiple scheduled paths with different pre-conditions

I am tasked to migrate an existing Process Builder which has several scheduled actions in it with different conditions/criteria (i.e. scheduled actions on different decision nodes). How would I ...
pnoytechie's user avatar
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1 answer
529 views

What is Wrong With This Formula (Flow)?

I am moving from process builder to Flow and I am trying to create a formula to be used. This formula works already in PB so why won't it work in Flow. I get the following error: These issues prevent ...
Jettea's user avatar
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-1 votes
2 answers
60 views

Can we manually clone the process builder in production?

Can we manually clone the process builder and update it in production after testing in sandbox instead of deploying?
Guest's user avatar
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1 answer
186 views

Process Builder Decision not going through even the Criteria is fulfilling

I have a Process Builder (We change to Flow soon- but want to have all the automation to the record at one place so that it is easy to move to Flow). Use Case: When the Expected Revenue Date is moved ...
saritha bhimu's user avatar
1 vote
1 answer
663 views

Using Date fields in process builder as conditions

I am trying to use date fields as part of my condition in a process builder to say: If field #1 (number) has value > 0 AND field #2 (date) is less than 30 days ago (ie. date is within the last 30 ...
Chloe's user avatar
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0 votes
1 answer
1k views

Directly update triggering record in after save flow

I have a after saving flow and I am using update triggering record directly option to update the fields. Is it good to have this option for after save flow for every decision like below? Because we ...
sThirumagal93's user avatar
2 votes
2 answers
11k views

Record triggered flow. Work around for adding a pause/wait?

So I'm trying to create a record triggered flow from the Quote object. My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
jdids's user avatar
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0 votes
1 answer
173 views

Process builder not working on update records

I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object. These are the ...
user115173's user avatar
0 votes
2 answers
361 views

Calculating the start of a new month in SF

So essentially what I'm looking for is to be able to calculate the start of a new month. So for context, there is a checkbox that I want to clear at the start of every new month (if it's ticked ofc). ...
BigTree's user avatar
0 votes
1 answer
216 views

How to retain the create date of a deleted Lead record after merging

What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging. Example: A new lead comes in on 01/01/22 and a duplicate lead is ...
Andrew Jones's user avatar
0 votes
1 answer
19 views

Cannot see "Course Connection" option in Process Builder

I using Salesforce's HEDA fields. I am trying to send Survey Invitation whenever a new "Course Connection" is created using process builder. I am not getting the option "Course ...
Shweta's user avatar
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3 votes
1 answer
3k views

How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
Sander de Jong's user avatar
0 votes
1 answer
22 views

Issue in process builder

I am working on a process builder on the object Grant which works while it is created/edited.The criteria to be met are (Stage=A AND Substage=B) OR (Stage=C AND Substage=null).If these conditions are ...
user110290's user avatar
3 votes
1 answer
1k views

Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)

As per Salesforce Summer ’22 Release Notes, Salesforce will be enforcing the update to accurately measure, log, and limit the CPU time consumed by flows and processes. And doc has this point which is ...
devforce's user avatar
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0 votes
1 answer
285 views

How to add a new button to the form of new opportunity?

this is the form where i want to add the "save & new quote" button .Is it possible to add a button to the New Opportunity flow? Once the form is felled , I'd like to have the option to ...
AYA ISMAIL's user avatar
0 votes
2 answers
2k views

Error while using an email action

2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
JK123's user avatar
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0 votes
1 answer
2k views

Email not received from email alerts

Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions. So I have created an email template ...
JK123's user avatar
  • 69
0 votes
0 answers
174 views

Trigger In managed package causing SOQL Limit Exception

We have a process builder on a object through which we are updating related parent contact field .When we try to update the field from the process builder a trigger is executed which is in managed ...
NewBaySales's user avatar
1 vote
1 answer
83 views

Process builder failing with newly added global picklist value and new lead source value

We updated our "First Source" global picklist and our "Lead Source" value to include 'Salesforce'. We do not have record types on leads, contacts, or accounts (opportunity record ...
Shannon Walsh's user avatar
0 votes
0 answers
55 views

Is there any work around to launch screen flow from Process builder

I have a requirement where I need to provide a modal window to user when Case status changes to Revise Invoice status . He can then select Account and a child case gets created under that account . ...
user75937's user avatar
  • 299
0 votes
1 answer
55 views

Process builder condition to exclude a role

AND( OR (ISCHANGED([AccountContactRelation].IsActive ), ISCHANGED([AccountContactRelation].EndDate ), ISCHANGED([AccountContactRelation].Roles ) ), [...
Suhasini's user avatar
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